Chaitanya Suresh Patel

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → Present
  World Investments, Llc
  Lincroft, NJ
• 10/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Previous Registrations

• 2002-06-18 → 2003-05-14
  Morgan Stanley Dw Inc.
  Edison, NJ

Other Businesses

WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT - 1/1/2005 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 100 HRS MONTH/44 HRS MONTH DURING MKT HRS CHAITANYA S. PATEL/DBA CHAITANYA S. PATEL, INC 87 FORREST STREET, 2ND FL, METUCHEN, NJ 08840 CORPORATE ENTITY FOR TAX PURPOSES START 1/5/2015 INVESTMENT RELATED RIA FEES PAID TO CORPORATE ENTITY/BD COMMISSIONS PAID TO CHAITANYA PATEL IN ACCORDANCE WITH REQUIREMENTS OF THE EXCHANGE ACT OF 1934 ACTIVITY ALSO INCLUDES OUTSIDE, NON-VARIABLE INSURANCE SALES 12 HRS MONTH/2 HRS DURING MKT HRS

Exams

• S66 Uniform Combined State Law Examination
  2002-06-03